Working with us
Our services can help your new customers, your existing client database, and even your staff. Over half the adult population of the UK does not have a Will so just asking the question, have you written a Will, or are you interested in Lasting Power of Attorneys can generate additional income.
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Have a read of the reviews from our customers and businesses that work with us and give us a call
Why work with FMS Wills and Estate planning?
FMS Wills and Estate Planning is part of Family Money Savers which was established 2012. As members of the Society of Will Writers, the leading body of Will Writers with over 11,000 members nationwide, and over 30 years experience, we adhere to the Society of Will Writers code of practice, and our directors and senior management have been involved in the Will writing business for decades.
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We are committed to offering friendly, straightforward advice along with world class, professional service. We provide sound advice and professional guidance to leave your customer's feeling confident.
Free Consultations
All prospective clients are given a completely free, no obligation consultation. These are your clients, and we aim to enhance your reputation by offering a value-added service.
Bespoke loyalty offers for your existing client base and staff
We can offer your valued customers bespoke discounts and offers - we may even be able to offer free Wills
Great Commissions
Receive market leading rates for your referrals, now and at any time in the future if they upgrade.
No Cross Selling
No cross selling guaranteed, not now or at any time in the future.
Who works with FMS Wills and Estate planning?
FMS Wills and Estate Planning work with a wide range of firms and individuals to offer their clients a free consultation, and satisfy their estate planning needs.
Self employed instruction takers
You take the instructions for the Will or Lasting Power of Attorney and we'll do the rest. Save money on Software, Subscriptions , and Public Liability Insurance.
Mortgage Brokers
Helping clients purchase a property or rearrange their finances is the perfect time to review their estate planning needs
Independent Financial Advisors
The importance of keeping your Will up to date to ensure the continuity of your Legacy for your beneficiaries cannot be understated.
Estate Agents
When buying a new property it's important to consider creating or updating your Will
Insurance Brokers
Your clients are already thinking about end of life planning which is the perfect time to review their Last Will and Trust
Companies
We can offer a free consultation to your staff, including discussing making brand new Wills, reviewing existing Wills, talking about Trusts, Advance Directives/Living Wills, Lasting Power of Attorneys and Probate.
Charities & Support Groups
We are proud to help and support charities and support groups, including advice regarding Lasting Power of Attorneys, charitable gifts left in a Will, discussing trusts to help vulnerable or disabled beneficiaries, and can even offer free basic Wills.
Religious Groups
We can organise free advice for members of your congregation, discuss charitable legacies bequeathed in Wills, Lasting Power of Attorneys and any other Estate Planning queries.
Financial Solutions Specialist - Worcestershire
“I have worked with the management of FMS Wills and Estate Planning professionally for nearly 20 years. They are smart diligent honest and hard working. I would not hesitate or recommend my clients to them for Wills, Trusts, Lasting Power of Attorneys and other estate planning enquirers"
Data Specialist
- West Midlands
"In this awful commercial world of avarice & duplicity it is important to extricate oneself from people of that ilk and enjoy the privilege of surrounding ourselves with genuine professionals who operate on 'like minded integrity' and FMS Wills and Estate Planning is one of those few firms we elect to work with. FMS Wills and Estate Planning is a pleasure to work with & for. It gives us great comfort with the issue of compliance when trading with them and that is why there is a 15 year trading history with us and their management team ."
Insurance Broker - Manchester
“In my time working with FMS Wills and Estate Planning I found them to be well-versed in both the minute of legislation affecting our specific field, and the wider regulatory implications surrounding the business. Dan proved adept in imparting his repertoire of knowledge to our staff, ensuring that all were able to achieve the requisite levels of training to reach a level of compliance that the job demanded.”
Accountant - Leicestershire
“FMS & Dan specifically are our go-to for all client Wills & Lasting Power of Attorneys. Always super efficient, communicate well with clients & understand their needs / requirements. A pleasure to work with..”